Starting A Fund

We have different Fund types available – these are the most common:

NEW Grant and Grow Fund

With this fund, you don’t have to choose whether you want to grant or save. This new Fund type is designed to help you build a fund while ensuring you can grant quickly. We work with Donors to create two Funds: an Endowment Fund and a Flow Through Fund, and work together to define and confirm the portion of all annual donations that will be divided into their respective funds. The portion available in the Flow Through Fund can be used for immediate granting while the portion directed to the Endowment Fund will build over time to support your long-term charitable passions.

Community Fund

Starting at $2,500, establishing a Community Fund is a way of pooling your charitable dollars to support the long-term vitality of our community. This Fund directly invests in programs that align with our Vital Signs and Creating Vital Solutions work, which strengthens the quality of life in our local area. You get to choose the causes that matter to you and direct your annual giving to one of our Community Funds programs.

Donor Advised Fund

Starting at $20,000, this Fund functions much like a private foundation, with your initial gift invested in our Endowment Fund, it will grow over time. Every year, there will be granting dollars available that you can direct to any registered charity in Canada. With a Donor Advised Fund, you decide just how active you want to be. We can help you automate your giving and keep it anonymous, or we can assist you in taking your giving to the next level, providing granting research around your passions, engagement with charities, and total freedom to grant to Canadian charities.

Bequest Fund

Create a Fund today and fund it through your estate when the time comes. It’s a way of ensuring the causes you care about are supported beyond your lifetime. In addition, you can change the charities you want the Fund to support at anytime without updating your Will.

Funds can be created with one initial gift, or over time through regular contributions, or in the future with an indication now in your Will.

Ask about creating a Fund through a monthly giving plan. We are happy to establish a schedule that works for your family.

A charitable Fund can be created using cash, cheque, money order, wire transfer, electronic funds transfer (EFT), credit card, publicly traded securities, shares in privately-owned corporations and other business interests and gifts of other appreciated property.

For more information on accepted gifts, click here. If you have any questions, click here to get in contact with a member of our staff.

Funds can be established over time; ask us about setting up a Fund through a monthly giving plan.

Creating a Fund name is a great way to encourage philanthropy in your family for generations to come and we encourage all Fundholders to name their Funds. Many people use their family name or choose to use the name of a passed loved one in the case of a Memorial Fund. However, some Fundholders decide to create a brand name for the Fund that allows for some anonymity for the family’s charitable activities.

Whatever name you choose for your Fund, it should be special to you and your family.